Troubleshooting 8x8 Work for Microsoft Dynamics

https://cloud8.8x8.com needs to be added a trusted URL within Microsoft Dynamics. To add 8x8 as a trusted domain within Microsoft Dynamics:

1. Go to Setup > Trusted Urls.
2. Whitelist cloud8.8x8.com and check mark iframe-src

Ensure the integration is Connected.

1. Click the Settings icon from the top of the 8x8 Work for Microsoft Dynamics integration app.
2. If disconnected, click Connect.

The 8x8 Work for Microsoft Dynamics requires access to certain fields within Microsoft Dynamics. To ensure correct access, see this support article.

Note: If you are a user, contact your administrator.

Search Types allows you to control what CRM Objects are searched. These can be configured within your integration settings or CRM Integration Profiles.

Note: Users can only edit Search Types if permitted by the administrator.

To access Search Types in the integration:

1. Click the Settings icon from the top of the 8x8 Work for Microsoft Dynamics integration app.
2. Click Integrations.
3. Scroll down to the Search types.

If permitted by the admin, you can enable or disable the search types to suit your organizational needs.

If a timeout error logs the agent out and/or disconnects the 8x8 Work for Microsoft Dynamics from Microsoft Dynamics, the CRM timeout and/or token/key expiration settings must be reviewed and extended to prevent the agent session from expiring due to inactivity.

1. Go to your browser settings, and search for Pop-ups and redirects.
2. Click Add.
3. Enter https://cloud8.8x8.com and Microsoft Dynamics to the list of allowed sites. Chrome automatically saves these settings.

Note: This may not be required if your default settings are Allow all.

Ensure that a pop-up blocker is not preventing new tabs from opening from Microsoft Dynamics.

1. Go to your browser settings, and search for Third-Party Cookies.
2. Click Add.
3. Enter https://cloud8.8x8.com and Microsoft Dynamics to the list of allowed sites. Chrome automatically saves these settings.

Note: This may not be required if your default settings are Allow all.

The 8x8 Work for Microsoft Dynamics requires access to certain fields within Microsoft Dynamics. To ensure correct access, see this support article.

https://cloud8.8x8.com needs to be added a trusted URL within Microsoft Dynamics. To add 8x8 as a trusted domain within Microsoft Dynamics:

1. Go to Setup > Trusted Urls.
2. Whitelist cloud8.8x8.com and check mark iframe-src.

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